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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,993 | $115,814-68.1% | $101,275-63.5% | $158,982-76.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.72% | 56.16%-34.4pp | 46.48%-24.8pp | 302.99%-281.3pp |
| Employer contribution / active EE | $3,065 | $4,176-26.6% | $3,660-16.3% | $4,763-35.7% |
| Participant deferral / active EE | $5,468 | $4,958+10.3% | $4,371+25.1% | $5,983-8.6% |
| Admin fee / account holder | $895 | $7,249-87.7% | $5,948-84.9% | $11,252-92.0% |